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Add Templates

Add documentation that is specific to your organization, like PO Terms and Conditions

Step-by-step Guide

From the Entity Terms and Conditions dashboard,

  1. Click the plus icon on the top right of the page.⁠
  2. Fill in the mandatory and optional fields.
  3. Click Save.


Where do Terms and Conditions appear? Who can see them?

Terms and Conditions templates that have been added in the Admin portal show up on Purchase Orders created by buyer organizations. If more than one TnC template has been added, users can choose default TnCs and non-defaults are available for use via a dropdown while creating POs. TnCs are visible to anyone who can access the PO.



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